Group 1 - The storage concept continues to strengthen, with companies like Longsys Technology (06809) and Gigadevice Semiconductor (03986) reaching new highs, with Longsys up 17.08% to HKD 216.6 and Gigadevice up 12.05% to HKD 414.6 [1] - A price surge in storage chips is intensifying, with Japanese storage giant Kioxia expected to implement a revised pricing policy for North American customers starting in Q1 2026, anticipating an average selling price (ASP) increase of approximately 50% [1] - Morgan Stanley estimates that Kioxia's adjusted gross margin will reach 66% in Q1, indicating a significant improvement in profitability for the NAND industry [1] Group 2 - According to Counterpoint's February memory price tracking report, memory prices are expected to rise by 80%-90% by Q1 2026, primarily driven by a substantial increase in general server DRAM prices [1] - For instance, the contract price for 64GB RDIMM server memory has surged from USD 450 in Q4 of the previous year to over USD 900 in Q1, with expectations to exceed USD 1,000 in Q2 [1]